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cvik19
Returning Member

RSU dialogue and compensation income

Hello, I'm noticing a change in this year (2023) EasyStep for RSUs. In years past, TT (Premier/H&B) has always asked additional information on RSUs, specifically around shared withheld at vest for taxes. It has then proceeded to compute compensation income and prompted for verification that this is included in the W2 wages. However, this year, this dialogue is missing. The RSU dialogue simply asks for all the fields in the 1099-B and doesn't prompt any further. The ESPP section proceeds as expected and compensation income only for ESPP is reported.

 

What changed in the RSU dialogue this year that it doesn't prompt for more information on the RSUs?

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